Monthly Web Chat with
Calvin O’Driscoll
February 14, 2013
Agenda
• GoToMeeting housekeeping
• Overview of Sage CRM Contact Management
• Demonstration of Working with Sage CRM conta...
Housekeeping
• During the Webinar, all attendees will be muted and placed in listen

only mode. I will open the lines at t...
Contact Management
Contact Management Notes:
• Out of the box Sage 300 ERP (Accpac) and Sage CRM integration allows you
to...
Contact Management
Searching for a Company or Person:
• Click Find button on menu bar.
• Select entity you would like to s...
Contact Management
Adding a New Company and a Person:
• Click New button on menu bar.
• Enter company name, and click Ente...
Contact Management
Attaching a Document to a Company:
• Open a company record within Sage CRM.
• Click Documents tab.
• Cl...
Contact Managment
Working with Communications:
• Add an appointment.
• Send an email.
• Add a document.
• Search and filte...
Contact Managment
Creating a Group:
• Click My CRM button on menu bar.
• Click Groups tab.
• Click New Group.
• Enter name...
Contact Managment
Creating a report:
• Click Reports button on menu bar.
• Click General, and New button.
• Enter name, so...
Contact Managment
Modifying the Company Summary Screen Layout:
• Click on Administration menu, and click Customization fro...
Q&A
Contact Details:
Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419
calvin.odriscoll@atlanticdatasystems.com
For sup...
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Atlantic DataSystems: Sage Web Chat for Contact Management

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Contents Include:
- Overview of Sage CRM Contact Management
- Demonstration of Working with Sage CRM contacts
- Demonstration of Customizing a Sage CRM screen layout

Contact Management Notes:
- Out of the box Sage 300 ERP (Accpac) and Sage CRM integration allows you to maintain a single database. This will create efficiencies and save money for you organization.
- Store unlimited number of companies and people in your Sage CRM solution.
- Ability to add and modify screens that will meet your organizations specific requirements.
- Ability to create ad hoc reports and groups.
- Ability to add any document type and file email from MS Outlook.

Searching for a Company or Person:
- Click Find button on menu bar.
- Select entity you would like to search on. We will use company and person for our example.
- Enter search criteria, and click Find button or press enter key on your keyboard.
- Select item from grid to display the data.

Adding a New Company and a Person:
- Click New button on menu bar.
- Enter company name, and click Enter Company Details button.
- Enter all required data.
- Click Save.

Attaching a Document to a Company:
- Open a company record within Sage CRM.
- Click Documents tab.
- Click New.
- Enter required document properties.
- Attach file.
- Click Save.

Working with Communications:
- Add an appointment.
- Send an email.
- Add a document.
- Search and filter communications.

Creating a Group:
- Click My CRM button on menu bar.
- Click Groups tab.
- Click New Group.
- Enter name, description, type, entity, source view, available to, and click Continue.
- Enter group properties, and click Continue.
- Enter search criteria for list, and click Continue.
- Click Save.

Creating a report:
- Click Reports button on menu bar.
- Click General, and New button.
- Enter name, source view, category, report type, report style, rows per page, description, and any additional options.
- Add fields for contents, search criteria, sorting, and click Continue.
- Enter search criteria for report, and click Continue.
- Configure report layout, and click Save.

Modifying the Company Summary Screen Layout:
- Click on Administration menu, and click Customization from the menu.
- Click Company.
- Add a new field.
- Click Screens tab and select inline customization. Then go back to Main Menu, and open a company record.
- From Summary tab select customize screen from the Company block.
- Add the newly created field to the screen, and Save change.

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Atlantic DataSystems: Sage Web Chat for Contact Management

  1. 1. Monthly Web Chat with Calvin O’Driscoll February 14, 2013
  2. 2. Agenda • GoToMeeting housekeeping • Overview of Sage CRM Contact Management • Demonstration of Working with Sage CRM contacts • Demonstration of Customizing a Sage CRM screen layout • Q&A
  3. 3. Housekeeping • During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session. • If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.
  4. 4. Contact Management Contact Management Notes: • Out of the box Sage 300 ERP (Accpac) and Sage CRM integration allows you to maintain a single database. This will create efficiencies and save money for you organization. • Store unlimited number of companies and people in your Sage CRM solution. • Ability to add and modify screens that will meet your organizations specific requirements. • Ability to create ad hoc reports and groups. • Ability to add any document type and file email from MS Outlook.
  5. 5. Contact Management Searching for a Company or Person: • Click Find button on menu bar. • Select entity you would like to search on. We will use company and person for our example. • Enter search criteria, and click Find button or press enter key on your keyboard. • Select item from grid to display the data.
  6. 6. Contact Management Adding a New Company and a Person: • Click New button on menu bar. • Enter company name, and click Enter Company Details button. • Enter all required data. • Click Save.
  7. 7. Contact Management Attaching a Document to a Company: • Open a company record within Sage CRM. • Click Documents tab. • Click New. • Enter required document properties. • Attach file. • Click Save.
  8. 8. Contact Managment Working with Communications: • Add an appointment. • Send an email. • Add a document. • Search and filter communications.
  9. 9. Contact Managment Creating a Group: • Click My CRM button on menu bar. • Click Groups tab. • Click New Group. • Enter name, description, type, entity, source view, available to, and click Continue. • Enter group properties, and click Continue. • Enter search criteria for list, and click Continue. • Click Save.
  10. 10. Contact Managment Creating a report: • Click Reports button on menu bar. • Click General, and New button. • Enter name, source view, category, report type, report style, rows per page, description, and any additional options. • Add fields for contents, search criteria, sorting, and click Continue. • Enter search criteria for report, and click Continue. • Configure report layout, and click Save.
  11. 11. Contact Managment Modifying the Company Summary Screen Layout: • Click on Administration menu, and click Customization from the menu. • Click Company. • Add a new field. • Click Screens tab and select inline customization. Then go back to Main Menu, and open a company record. • From Summary tab select customize screen from the Company block. • Add the newly created field to the screen, and Save change.
  12. 12. Q&A
  13. 13. Contact Details: Calvin O’Driscoll, ERP Manager (709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com For support: support@atlanticdatasystems.com

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